If you’re going to save for retirement, you might as well enjoy a host of tax benefits along the way. That’s why savers are ...

Retirement accounts such as Roth and traditional IRAs and 401(k)s are a great way to save, but mind the tax rules on ...

Michele Pevide / Getty Images Converting your traditional individual retirement account (IRA) to a Roth IRA is a strategic financial move that could lead to long-term tax savings. A Roth IRA ...

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled ...

Converting your traditional individual retirement account (IRA) to a Roth IRA is a strategic financial move that could lead ...

When an IRA owner or Qualified Plan participant executes a Roth Conversion by moving assets from a traditional, SEP, or ...

If you do not rely on RMDs for living expenses, there are several options to optimize the use of these funds while striving ...

This will likely necessitate adjustments in Roth conversion rates ... 12% bracket when he can mathematically clear out the traditional IRA before he and his wife reach age 70.

Retirement plans such as 401(k)s and IRAs are powerhouse savings accounts, giving you a tax break either when you contribute to the account or when you withdraw your money — plus taxes are ...

Unlike a traditional IRA, which provides a tax deduction on contributions and then tax-deferred earnings, a Roth IRA provides no upfront tax deduction, but withdrawals are tax-free when done right.

With a Roth IRA, contributions have already been taxed and are not taxed when withdrawals are made. With a traditional IRA, contributions are not taxed until you make withdrawals. Anyone can ...

Roth conversions are especially attractive when the stock market drops, according to certified financial planner Ashton ...